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01 November 2022 | Story Leonie Bolleurs | Photo Supplied
Henda Kleingeld, Programme Director of the Postgraduate Diploma in Business Administration (PGDIP) in Financial Planning, is incredibly proud of the candidates who ranked top five in the CFP® Professional Competency Examination.
To become a Certified Financial Planner (CFP®), a candidate with a Postgraduate Diploma in Financial Planning or a BCom (Honours) in Financial Planning must, among others, pass the Professional Competency Examination (PCE) of the Financial Planning Institute of Southern Africa (FPI).

It was recently announced that the top five CFP® Professional Competency Examination candidates (for the June 2022 examinations) are alumni of the School of Financial Planning Law (SFPL) at the University of the Free State (UFS).

On the right trajectory

According to Henda Kleingeld, Programme Director of the Postgraduate Diploma in Financial Planning Law in the Faculty of Law’s SFPL, they are incredibly proud of the candidates. 

“Being rated as the top five PCE candidates indicates that we are on the right trajectory with the outcomes and assessments for our diplomas. If the top five PCE candidates are alumni of the SFPL – we are doing something right.  We have made many changes in our approach to financial education, and it seems like it is paying off.”

“We now need to ensure that we provide our students with the proper academic background and support to continue to excel.  This will seal our status as the oldest and one of the leading educational providers of financial planning education in the country,” Kleingeld adds.

Confidence in the qualification

The PCE sets candidates on the path towards becoming certified financial planners. The online exam consists of two case studies that test the candidates’ financial planning skills, knowledge, and competent performance in the defined competency areas for financial professionals.

In its Professional Competency Examination Policy, the FPI states that there are six Financial Planning components: Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, and Estate Planning. It strives to prepare professional competency examinations that will provide candidates with the opportunity to demonstrate core or professional competence at a standard appropriate for entry into the financial planning profession.

According to the FPI, the CFP® qualification – an internationally recognised standard for financial planning professionals – gives consumers confidence that the financial planner they are dealing with is suitably qualified to provide advice and information and gives the assurance that they remain up to date with developments in the industry.

First academic institution to offer diploma 
Kleingeld says the SFPL was the first academic institution in South Africa to offer the Postgraduate Diploma in Financial Planning, and financial education has been its main focus and passion over the past 20 years.

“Keeping up with industry trends is very important to us. Our team of academics and industry experts assists us with maintaining a balance between the academic requirements and how they are translated into the workplace,” she explains.

Kleingeld is of the opinion that the graduates who have passed their qualifications are doing exceptionally well in the industry, with many prominent industry leaders being alumni of the UFS SFPL.  “The school has a reputation in the industry as forward-thinking and innovative. We keep our fingers on the pulse of industry developments, which get incorporated into our curriculum.” 

News Archive

Mandela statues and the issue of public representation
2015-09-04

   

Prof Grant Parker, Associate Professor of Classics and Co-Director of the Centre for African Studies at Stanford University, USA, presented a public lecture on the Bloemfontein Campus on 27 August 2015, in which he explored the topic of ”Memorialising Mandela after Rhodes Must Fall”. What stories do the multitude of Mandela statues tell us about the man? Our society? Ourselves? These were some of the questions Prof Parker addressed during his lecture.

Paradoxes
Prof Parker discussed some of the paradoxes presented by the Mandela statues. The huge 9m high Mandela statue at the Union Buildings in Pretoria does not necessarily reflect his humility. Iconic statues strewn across the world do not reveal Madiba’s appeal. “Madiba’s charm,” Prof Parker said, “was all about his ability to relate to people of very different backgrounds. People who were his enemies would – to their surprise – find a humanity they were not expecting. It’s very hard to reconcile that with the colossal statues.”

Rhodes Must Fall
On the topic of the Rhodes Must Fall campaign, Prof Parker said that “the debates around it seem to express the frustration of deepening equality in general and lack of demographic change.” He also believes that, although the campaign centres on statues, there are much deeper issues at play that need to be addressed.

Artists should be part of the conversation
Prof Parker also advocated that artists’ voices should be incorporated into the creative processes of public art. “There is a much greater need for creative artists,” he concluded, “to be part of conversations, not only about what we as South Africans want to commemorate, but how we do that. I would very strongly suggest that this be done by non-figural representations.”

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